From Compliance to Consulting: A CPA's Journey into M&A and Business Valuation

Anthony Venette, Director of Business Valuation and Advisory Services at DeJoy & Co., joins Blake to discuss his unconventional career path and the world of business valuation. Anthony shares his journey from audit to tax and eventually to valuation, highlighting the importance of soft skills and effective communication in advisory roles. He also provides valuable insights into the day-to-day life of a valuation professional and offers advice for young CPAs interested in pursuing this career path.

Meet Our Guest, Anthony Venette

Learn more about DeJoy & Co.
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Creators and Guests

David Leary
David Leary
President and Founder, Sombrero Apps Company
Anthony Venette
Anthony Venette
Anthony provides business valuation and advisory services to corporate and individual clients of DeJoy & Co. He has expertise consulting clients through gift & estate tax planning and succession planning. Additionally, he has experience advising on corporate transactions, mergers & acquisitions, deal structuring, and financial due diligence. Before joining DeJoy, Anthony had 5+ years consulting high net worth individuals and small to mid-sized companies on business valuation and tax planning. Additionally, Anthony led financial planning and analysis for a large multinational company. He is a member of the American Institute of Certified Public Accountants’ Forensic and Valuation Services Section. He is also a member of the Estate Planning Council of Rochester. Anthony earned his MBA and BS in Accounting from St. John Fisher University. He is Accredited in Business Valuation by the AICPA and has a Six Sigma Yellow Belt. Anthony grew up in the Rochester area where he attended McQuaid Jesuit and now resides in Victor, NY.
From Compliance to Consulting: A CPA's Journey into M&A and Business Valuation
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